E-therapeutics Share Discussion Threads

[the stigologist] 13/2/2020 13:00

I've put that into a tweet

[the stigologist] 13/2/2020 11:46

At 10p this is valued at c.£30m with 50% locked up by 3 big shareholders

What do you reckon will happen if they announce a GSK or Astra Zeneca deal ?

Their comparitors Exscientia and Benevolent AI are UK unicorns valued at $1bn+

[dplewis1] 13/2/2020 11:28

Yep I sold 50k at 7.275 earlier - obv could have had 8p for them but timing these things nigh on impossible. With some decent news this has got much more in it imo.

[matt123d] 13/2/2020 11:12

Taken some profits. Will look to buy them back if it retraces to the 6p area.

[dplewis1] 13/2/2020 10:36

Thanks for asking, I still have a few hundred k shares..nothing that's going to worry me if the worst happens. What's better is that I have a few hundred k shares in ETX from 2.5p and if you need evidence you can just look back on this thread. Now enjoy your day in A&E after getting spiked, we wouldn't want you getting coronavirus..!

[intheknow69] 13/2/2020 10:28

Dplewis

The only DIM one here is you! How is your BAGR holding doing? Need I say any more.

[dplewis1] 13/2/2020 10:26

And there's proof you are a bit dim.

[intheknow69] 13/2/2020 10:11

DPLEWIS

And there’s the proof you are DAVE4545!!

[dplewis1] 13/2/2020 10:00

Just seen your stockmarket_maestro twitter post. 10p you say?? So what price did you buy at, 8..?! Oh and btw I still own more shares than you ;)

[intheknow69] 13/2/2020 09:58

FPLEWIS/DAVE4545

Everyone knows you are the same person.

Looks like you sold too early!

[dplewis1] 13/2/2020 09:47

Glad you're so concerned about my P&L .. it's looking very healthy thank you. I believe Dave is doing well but unfortunately he doesn't own ETX. Thanks for helping me out by buying the spike as usual.

[matt123d] 13/2/2020 09:47

Straight line to 8p then!

[intheknow69] 13/2/2020 09:37

DPlewis

Will go to making up for your losses on BAGR eh!!

How is DAVE4545????

[dplewis1] 13/2/2020 09:35

Lol.. been in here since 2.5p you clown. Still holding plenty even after the 50k sell at 7.275. Looks like I sliced too early but I can't get everything right ;)

[intheknow69] 13/2/2020 09:32

DPLewis

Shut up you fool! You never held these. The only stock you hold is BAGR isn’t it DAVE??

[dplewis1] 13/2/2020 09:20

I just sliced a few above 7 .. didn't really want to but Ive been too greedy in the past on other shares so decided to be sensible. Still got a good few hundred k though.

[blueball] 13/2/2020 09:01

Stay long.

[matt123d] 13/2/2020 08:45

Not far off the 7-8p level now. Would anticipate some sort of dip beforehand.

[the stigologist] 12/2/2020 21:21

Golden Cross
New 52 week closing high
Stock locked up in a few savvy insiders hands
New Management
Big valuations for UK comparitors ($1bn+)

A lot of ingredients to justify a big move up

[the stigologist] 12/2/2020 21:16

Will be more capital intensive but they own 60% of the stock so one imagines they will be very disciplined on dilution.

New 52 week closing high today.

So much of the stock is locked up now any newsflow on partnerships should see price melt up IMO

[dplewis1] 12/2/2020 19:46

Stig - I hadn't missed the 'proprietary drug interventions' part.. I don't think that will be the immediate driver of revenue but as you say, it means that if they find anything in future they think could be a blockbuster they will run with it themselves.. sounds good to me..

[texaschaser] 12/2/2020 19:11

Iamgreat1 aka @thelongergame aka ZM19 on LSE Aka jammydodger (stopped posting on 6th December set up iamgreat1 on 6th December and ZM19 on LSE 8th December

[the stigologist] 12/2/2020 18:50

On further reflection it looks like I missed something quite important.

In this paragraph most people (as did I) concentrated on the first part the talk of MULTIPLE, INCOMING deals with BIG PHARMA

but what I missed and I guess most of the market missed is the second part highlighted in blue

In both the NDD and GAINs area of the business, the Company has multiple and incoming business development opportunities with some of the largest global pharmaceutical and biotechnology companies; all of whom need a better and differentiated understanding of biology in a variety of disease areas. It is envisaged that the company may choose to develop proprietary drug interventions where the data generated in house has high differentiation and value.

Seems ETX's deep pocketed, industry insider owners see this as their opportunity not just to create an enabling technology platform for the Pharma industry (in itself worth potentially low digit Billions) but ACTUALLY become a superior PHARMA themselves by developing major new drug candidates employing their superior AI/ML data platform

This is incredible because then you are talking about ETX potentially becoming a MULTI-BILLION entity! And these aren't dreamers. These are experienced industry guys who are multi-millionaires setting out to make themselves BILLIONAIRES. This is their shot. We get to take a ride alongside. That is why there are people evidently prepared to pay 80% premium above the mates rates placing. These guys ain't messing around.

[the stigologist] 12/2/2020 18:16

A two day strong finish up 80%+ on the 'friends and family mates rates' placing